Certified Financial Planner
Certificate in Certified Financial Planning (CFP)
Start Your CFP Journey at Belmont Abbey College
Belmont Abbey College is a private, Catholic liberal arts institution that educates students to be a blessing to themselves and others and make a true difference in the world. In collaboration with Dalton Education, Belmont Abbey offers courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education requirement necessary to obtain the CFP® certification, a credential recognized by hiring managers, industry professionals, prospective clients, and more.
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90%
of consumers feel more confident with an advisor with a financial planning designation
Curriculum
Seven-Module Sequence:
- Unit 1: Fundamentals of Financial Planning
- Unit 2: Insurance Planning
- Unit 3: Retirement Planning
- Unit 4: Investment Planning
- Unit 5: Income Tax Planning
- Unit 6: Estate Planning
- Unit 7: Case Studies
It is the student’s responsibility to see that all degree requirements for graduation are fulfilled.
This is a fully in-person 12-month program. It is designed for the working professional and classes are scheduled on Friday evenings from 6-10 PM and Saturdays 8 AM-4:30 PM throughout the program. The first unit begins on Friday, March 10, 2023 and the final class is currently set to take place on Saturday, February 3, 2024. See below for a detailed schedule.
This is a tentative course schedule and is subject to change.
Unit 1 Fundamentals of Financial Planning:
March 10-11, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
March 12-25, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
April 7-8, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
Unit 2 Insurance Planning:
April 21-22, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
May 5-6, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
May 19-20, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
Unit 3 Retirement Planning:
June 2-3, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
June 16-17, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
June 30-July 1, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
Unit 4 Investment Planning:
July 14-15, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
July 28-29, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
August 11-12, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
August 26, 2023 (Saturday only) – 8 AM-4:30 PM
Unit 5 Income Tax Planning:
September 8-9, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
September 22-23, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
October 6-7, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
October 21, 2023 (Saturday only) – 8 AM-4:30 PM
Unit 6 Estate Planning:
November 3-4, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
November 17-18, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
December 1-2, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
Unit 7 Case Studies:
December 15-16, 2023 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
January 5-6, 2024 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
January 19-20, 2024 – Friday 6-10 PM and Saturday 8 AM-4:30 PM
February 3, 2024 (Saturday only) – 8 AM-4:30 PM
CFP Exam Given in March 2024
Program Tuition:$5,495
Monthly tuition payment plans are available.
Textbooks: Estimated cost of $1,795
Books and materials are purchased directly from Dalton Education.
Applicants must:
- Have earned a bachelor’s degree from an accredited college or university prior to completion of the CERTIFIED FINANCIAL PLANNER™ Certification Education Program at Belmont Abbey College.
- Be at least 18 years of age.
- Submit a registration fee upon application of $100. (Belmont Abbey College faculty, staff, students, and alumni are eligible for a fee waiver.)
There are no prerequisite courses, but we recommend that applicants have taken an undergraduate course in statistics or quantitative analysis. An undergraduate course in Finance or Personal Finance is also recommended.
- Pursue a CFP® designation with Belmont Abbey and study a curriculum created by Dalton Education, a recommended provider vetted by the CFP® board and acknowledged as a high quality curriculum.
- Complete your CFP® curriculum within 12 months.
- Study under certified CFP® professionals in the Charlotte area.
FACULTY AND LEADERSHIP
